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Weekend thoughts: Apes and broken Markets
Last month, AMC finally completed their “APE conversion.” They converted the APEs into AMC stock, did a reverse split, and set themselves up to raise a…
5
Two quick (premium) updates
Hi subs, I generally try to wrap all the premium updates into one monthly email to not flood your inbox, but there has been enough news and inbound…
3
Ave Maria Focused Fund's Chadd Garcia talks eDreams $EDR.MC (podcast #192)
Chadd Garcia, Portfolio Manager and Senior Research Analyst at Schwartz Investment Counsel Inc. - Ave Maria Focused Fund, joins the podcast for his…
1
Quick notes on an interesting spin $SN (part 3: bear thesis and wrapping up)
This is part 3 of my three part thesis on SharkNinja (SN) and why it could be interesting on the heels of their spinoff. If you missed them, you can…
Quick notes on an interesting spin $SN (part 2: overview and bull thesis)
This is part 2 of my three part thesis on SharkNinja (SN) and why it could be interesting on the heels of their spinoff. If you missed part 1 yesterday…
6
Quick notes on an interesting spin $SN (part 1: set up)
Last month, SharkNinja (SN) quietly spun out of JS Global Lifestyle. I say quietly because I subscribe to a bunch of different spin-off services, and I…
3
Weekend (bonus) thoughts: risk riding and the local affiliates $NXST
In June, I put up “Why does Big Tech Seem to get so cheap all of the sudden.” I got lots of really interesting responses and answers to the question…
6
Yet Another Value Blog
Yet Another Value Blog
Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.
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